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HP
HPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
726
WealthSource Partners
California
$346K +$352K +9,528 New
ZCA
727
Zeke Capital Advisors
Pennsylvania
$344K +$349K +9,459 New
ANBT
728
American National Bank & Trust
Texas
$343K -$1.44M -38,990 -80%
FFM
729
Forum Financial Management
Illinois
$342K +$74.6K +2,020 +27%
QI
730
Qtron Investments
Massachusetts
$342K +$347K +9,409 New
BFA
731
Brendel Financial Advisors
New Hampshire
$342K +$348K +9,432 New
ECM
732
Estabrook Capital Management
New York
$341K -$5.54K -150 -2%
JIP
733
Jaffetilchin Investment Partners
Florida
$341K +$352K +9,527 New
IWC
734
Integrated Wealth Concepts
Massachusetts
$340K -$30.8K -833 -8%
OC
735
Oakworth Capital
Alabama
$340K – – –
TC
736
Towle & Co
Colorado
$340K +$346K +9,380 New
BAM
737
Belpointe Asset Management
Nevada
$339K -$77.7K -2,103 -18%
WB
738
WesBanco Bank
West Virginia
$339K +$18.9K +512 +6%
EFS
739
Essex Financial Services
Connecticut
$337K +$2.29K +62 +0.7%
SWM
740
Spire Wealth Management
Virginia
$333K -$31.5K -852 -8%
BWM
741
BigSur Wealth Management
Florida
$333K – – –
TCPWM
742
Traverso Chambers Private Wealth Management
California
$333K – – –
FMAEN1
743
Fund Management at Engine No 1
California
$333K +$339K +9,167 New
PFM
744
Phillips Financial Management
Indiana
$333K +$339K +9,167 New
PT
745
Plimoth Trust
Massachusetts
$331K -$19K -515 -5%
CPO
746
Cerity Partners OCIO
New York
$330K -$660K -17,870 -66%
HC
747
HNP Capital
New York
$329K – – –
VRM
748
Vectors Research Management
New York
$329K – – –
WA
749
WestEnd Advisors
North Carolina
$326K -$295 -8 Closed
FMB
750
Field & Main Bank
Kentucky
$326K +$45.2K +1,225 +16%
28 29
30
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